Analyst, Managed Accounts Portfolio Services Group (Finance)

TL;DR

Analyst, Managed Accounts Portfolio Services Group (Finance): Supporting the Managed Accounts Portfolio Services team through investment research, due diligence, and portfolio construction with an accent on regulatory requirements and investment commentary. Focus on optimizing portfolio positioning, analyzing performance drivers, and delivering high-quality product research for clients.

Location: Hybrid (Toronto, moving to Mississauga in late 2026). Current work authorization for Canada is required

Salary: $94,000 – $117,000 (Total annual cash compensation)

Company

hirify.global is a privately held investment management firm committed to meeting the wealth needs of Canadians through world-class research and expertise.

What you will do

• Conduct expert-level investment research and maintain "know-your-product" documentation for Managed Accounts.
• Optimize portfolio positioning and monitor adherence to stated investment objectives and guidelines.
• Analyze and communicate key drivers of performance and risk at both individual and portfolio levels.
• Prepare investment presentations and deliver high-quality product and portfolio manager commentary.
• Support relationship management teams with timely responses to ad hoc client inquiries.
• Collaborate with internal stakeholders to provide competitive analysis and market intelligence.

Requirements

• University degree or equivalent professional experience.
• 3+ years of relevant experience in investment management due diligence or research.
• Current work authorization for Canada is required.
• Strong understanding of investment product structures across equities, fixed income, and alternatives.
• Proficiency with industry tools such as Bloomberg and Morningstar.
• Advanced skills in Microsoft Excel and PowerPoint.

Nice to have

• Professional designations such as CFA, BMA, or CIM.
• Experience with programming languages such as Python.

Culture & Benefits

• Competitive compensation package including a base salary and discretionary performance bonus.
• RRSP contribution provided after 6 months of employment (no employee matching required).
• Flexible hybrid working arrangement.
• Work environment recognized as one of Canada's Top 100 Employers and Great Place To Work® Certified.